Get the free HS-5499 TASC HSA Beneficiary Change Spousal Consent Form

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BENEFICIARY CHANGE & SPOUSAL CONSENT FORM Health Savings Account (HSA)INSTRUCTIONS Use this form to designate or change your beneficiary. If you are married in common law or in a community property

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How to fill out hs-5499 tasc hsa beneficiary

01

Obtain the HS-5499 TASC HSA Beneficiary form from your employer or the TASC website.

02

Fill in your personal information at the top of the form, including your name, address, and Social Security number.

03

Identify the primary beneficiary by providing their name, relationship to you, date of birth, and Social Security number.

04

If applicable, list any contingent beneficiaries who will receive the benefits if the primary beneficiary predeceases you.

05

Make sure to include the percentage of the benefits each beneficiary will receive, making sure the total equals 100%.

06

Sign and date the form to validate your selections.

07

Save a copy of the completed form for your records and submit it as instructed by TASC or your employer.

Who needs hs-5499 tasc hsa beneficiary?

01

Individuals who have a Health Savings Account (HSA) and want to designate beneficiaries for their account.

02

Anyone who wants to ensure their HSA funds are distributed according to their wishes in the event of their death.

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What is hs-5499 tasc hsa beneficiary?

The HS-5499 TASC HSA Beneficiary form is used to designate beneficiaries for Health Savings Accounts (HSAs) managed by TASC.

Who is required to file hs-5499 tasc hsa beneficiary?

Individuals who have established a Health Savings Account and wish to designate beneficiaries must file the HS-5499 TASC HSA Beneficiary form.

How to fill out hs-5499 tasc hsa beneficiary?

To fill out the HS-5499 form, provide personal identification information, details of your HSA, and designate the beneficiary or beneficiaries along with their contact information.

What is the purpose of hs-5499 tasc hsa beneficiary?

The purpose of the HS-5499 TASC HSA Beneficiary form is to ensure that the account holder can specify who will inherit the funds in the HSA upon their death.

What information must be reported on hs-5499 tasc hsa beneficiary?

The form requires the account holder's name, Social Security Number, designated beneficiary's name, relationship, and any contact details for the beneficiaries.

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